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Find Retirement Advisors for Retirement Planning in Georgia

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Georgia, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Georgia

Last Updated - May 14, 2024

Georgia has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 306 non-vetted advisors in your local area. These retirement advisors in Georgia have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Georgia

advisor-photo
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Peter Baines
CLTC®, RICP®
Wealthlink Advisors

Qualifications
CRD# 3024088
Firm CRD# 2881
Series 6, 7, 63

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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Temp S Davis IV
CFS
Integrated Financial Partners

Qualifications
CRD# 4566515
Firm CRD# 168012
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

advisor-photo
vector.svg VERIFIED

Jaylon Ellison
CFP®, AIF®
4P Wealth Trust

Qualifications
CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo
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Michael Collopy
CFP®, CIMA®
Veracity Capital, LLC

Qualifications
CRD# 5782175
Firm CRD# 304272
Series 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
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Paul Culbreth
CFP®
Culbreth Wealth Management, LLC

Qualifications
CRD# 4970743
Firm CRD# 325196
Series 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Sam Evans
MBA, CFA®
Evans Wealth Management

Qualifications
CRD# 5715560
Firm CRD# 151640

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
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W. Steve Marbert
CFP®
Richard Young Associates, Ltd.

Qualifications
CRD# 2590560
Firm CRD# 126124

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 146051

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

Top 15 Retirement Planning firms in Georgia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
INVESCO ADVISERS, INC.
1331 Spring Street Nw, Suite 2500
Atlanta, GA, 30309
$738,307,405,774329113060
A Percentage of AUM, Performance Based
2
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Center Avenue,, Truist Garden Offices Suite 140
Atlanta, GA, 30303
$53,169,938,5771256002842
A Percentage of AUM, Fixed Fees
3
VOYA INVESTMENT MANAGEMENT LLC
5780 Powers Ferry Road Nw, Suite 300
Atlanta, GA, 30327-4349
$36,456,698,50610880
A Percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
4
ATLANTA CAPITAL
1075 Peachtree Street Ne, Suite 2100
Atlanta, GA, 30309-3912
$31,849,152,2812568537
A Percentage of AUM, Performance Based
5
ROARK CAPITAL MANAGEMENT, LLC
1180 Peachtree Street Ne, Suite 2500
Atlanta, GA, 30309-3521
$30,525,816,14216106
A Percentage of AUM, Performance Based
6
EARNEST PARTNERS, LLC
1180 Peachtree Street, Ne, Suite 2300
Atlanta, GA, 30309
$29,382,478,158645943
A Percentage of AUM, Performance Based
7
HOMRICH BERG
3550 Lenox Rd, Suite 2700
Atlanta, GA, 30326
$12,528,313,66315429171
A Percentage of AUM, Hourly charges, Fixed Fees
8
ANGEL OAK CAPITAL ADVISORS, LLC
3344 Peachtree Road, Suite 1725
Atlanta, GA, 30326
$12,195,563,2665282
A Percentage of AUM, Fixed Fees, Performance Based
9
ATLANTA CONSULTING GROUP ADVISORS, LLC
309 East Paces Ferry, Suite 600
Atlanta, GA, 30305
$11,847,734,77424623
A Percentage of AUM, Fixed Fees, Commission Based
10
IRA GROUP, INC.
1230 Peachtree Street Ne, Suite 3800
Atlanta, GA, 30309
$9,075,041,99956816
A Percentage of AUM, Fixed Fees, Other (PROJECT FLAT FEES)
11
JAMESTOWN, L.P.
675 Ponce De Leon Ave. Ne, 7th Floor
Atlanta, GA, 30308
$8,507,037,20118213
A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
12
CRAWFORD INVESTMENT COUNSEL INC
600 Galleria Parkway, Se, Suite 1650
Atlanta, GA, 30339
$7,382,736,567393153
A Percentage of AUM, Fixed Fees, Performance Based
13
PRIMERICA ADVISORS
1 Primerica Parkway,
Duluth, GA, 30099-0001
$7,088,085,794565523449
A Percentage of AUM
14
VIDENT ASSET MANAGEMENT
1125 Sanctuary Pkwy, Suite 515
Alpharetta, GA, 30009
$7,071,744,86068720
A Percentage of AUM, Fixed Fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
15
DOMAIN CAPITAL ADVISORS, LLC
1230 Peachtree Street Ne, Suite 3600
Atlanta, GA, 30309
$6,971,295,5283431
A Percentage of AUM, Fixed Fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL)

Information on Top Retirement Planning firms in Georgia

QualificationsFirm CRD# 105360

Assets Under Management $738,307,405,774

No. Of Clients32911

Clients Per Financial Advisor11

INVESCO ADVISERS, INC. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $738B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32911 clients. The team consists of 3060 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 283390

Assets Under Management $53,169,938,577

No. Of Clients125600

Clients Per Financial Advisor44

TRUIST ADVISORY SERVICES, INC. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 125600 clients. The team consists of 2842 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 108934

Assets Under Management $36,456,698,506

No. Of Clients10

Clients Per Financial Advisor0

VOYA INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 880 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 116719

Assets Under Management $31,849,152,281

No. Of Clients25685

Clients Per Financial Advisor694

ATLANTA CAPITAL is a financial advisory firm situated in Atlanta, Georgia. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25685 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 160368

Assets Under Management $30,525,816,142

No. Of Clients16

Clients Per Financial Advisor0

ROARK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 106 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107926

Assets Under Management $29,382,478,158

No. Of Clients6459

Clients Per Financial Advisor150

EARNEST PARTNERS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6459 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 316731

Assets Under Management $12,528,313,663

No. Of Clients15429

Clients Per Financial Advisor90

HOMRICH BERG is a financial advisory firm situated in Atlanta, Georgia. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15429 clients. The team consists of 171 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 151090

Assets Under Management $12,195,563,266

No. Of Clients52

Clients Per Financial Advisor1

ANGEL OAK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 clients. The team consists of 82 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 288169

Assets Under Management $11,847,734,774

No. Of Clients246

Clients Per Financial Advisor11

ATLANTA CONSULTING GROUP ADVISORS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 246 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 126246

Assets Under Management $9,075,041,999

No. Of Clients568

Clients Per Financial Advisor36

IRA GROUP, INC. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 568 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (PROJECT FLAT FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 158207

Assets Under Management $8,507,037,201

No. Of Clients18

Clients Per Financial Advisor0

JAMESTOWN, L.P. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 213 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 110271

Assets Under Management $7,382,736,567

No. Of Clients3931

Clients Per Financial Advisor74

CRAWFORD INVESTMENT COUNSEL INC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3931 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 10111

Assets Under Management $7,088,085,794

No. Of Clients56552

Clients Per Financial Advisor16

PRIMERICA ADVISORS is a financial advisory firm situated in Duluth, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56552 clients. The team consists of 3449 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 286622

Assets Under Management $7,071,744,860

No. Of Clients687

Clients Per Financial Advisor34

VIDENT ASSET MANAGEMENT is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 687 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (QUARTERLY ASSET-BASED LICENSING FEE)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110663

Assets Under Management $6,971,295,528

No. Of Clients34

Clients Per Financial Advisor1

DOMAIN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (A PERCENTAGE OF COMMITTED CAPITAL)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

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